wish i could open a spread trade between consumer and infra companies in crypto over the next few years

long consumer, short infra

would print

i solemnly swear that i'm up to no good ·  salvinoarmati.twitter


Totally agreed. I look at infra as first or second derivative plays. At some point someone needs to draw external value into the ecosystem. Seeing it now with stables (and more native defi before). Consumer is very very important, and is going to happen on mobile first.

Absent clear distribution/GTM for retail audience, many turned to solving fun problems and selling products to one another. Can’t last forever without real commerce to consume that infra.